+3.2%
AVTR vs IBB
+107.7%
-104.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.7% |
| 7D | +2.7% | +1.4% | +1.3% | +1.4% |
| 30D | +12.1% | +10.5% | +1.6% | +2.3% |
| 3M | +57.2% | +23.6% | +33.6% | +29.5% |
| 6M | +73.1% | +22.6% | +50.4% | +43.5% |
| YTD | +30.6% | +25.7% | +5.0% | +5.8% |
| 1Y | +13.5% | +51.4% | -37.9% | -22.0% |
| 3Y | -31.0% | +64.4% | -95.4% | -55.9% |
| 5Y | -63.2% | +22.1% | -85.4% | -69.6% |
| All | +3.2% | +107.7% | -104.5% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling